Project Portfolio

Wells Fargo Dealer Services
Technical Systems Analyst / Scrum Master
9/2015 – present
Manage one development and one systems analysis team. Support Agile – Scrum best practices. Support technical analysis efforts for both corporate and governmental audits. Interface with business partners and PMO in establishing and prioritizing Sprint Backlogs. Manage, schedule and lead meetings with team and business partners. Become intimately familiar with the current Credit Review System used by Wells Fargo Dealer Services including basic functionality, code and data structures. Jira administrator.

Technology Used
SQL, Open Edge, Jira, Confluence and Microsoft Office.

Corsearch / Wolterskluwer – Corporate Legal Services
Scrum Master
7/2014 – 7/2015
Successfully developed two Scrum teams. Introduced the “CitizenHawk” group to Agile Scrum principles, methods and values. Organized and managed sprints. Scheduled and led team meetings. Mentored team and organized training. Increased throughput by accomplishing improvements set during retrospective. Jira and Confluence administrator.

Technology Used
Jira, Confluence, SalesForce and Microsoft Office.

Dynamic Healthcare Systems
Operations Manager
11/2009 – 3/2013

Gained intimate knowledge of the data management requirements for Medicare enrollment, risk adjustment (RAPS and EDPS) and PDE data management. Likewise acquired experience in the details of the ICD-9-CM / ICD-10-CM and CPT coding systems. Also captured an understanding of how the HCC model calculates risk scores and tracks patient health status. Became familiar with managed care organizations such as ACO’s and the requirements of their quality domains.

Created and constantly updated standard operating procedures for every major task managed by operations team. Defined, documented and updated custom client specific procedures. Tested procedures for efficiency and altered policies where necessary. Modeled efficient workflows using Visio. Created extensive operations document repository containing standard operating procedures, policies and procedures, corrective action plans and reports. Created client facing reports confirming data was managed in accordance with service level agreements and CMS (Centers for Medicare and Medicaid) policies and compliance requirements. Created and issued corrective action plans where task or process was out of compliance. Interfaced directly with clients as issues surfaced for immediate feed-back and guidance.

Created and managed detailed client specific data processing schedules for enrollment, risk adjustment, revenue reconciliation and PDE (prescription drug event) data. Created scheduling categories and requirements for daily, weekly, monthly and special data management tasks. Assigned individual tasks to separate categories. Assigned each category turnaround times based on service level agreements and CMS compliance requirements.

Tracked each daily task for minute-by-minute compliance with client’s service level agreement and CMS deadlines for daily data submission using Excel and later SQL Reporting Services. Used Excel and SQL Reporting Services as system of record indicating when the daily task was finished, if the task was delayed, delay cause and by whom the task was completed. Identified technical and business related issues. Mitigated technical issues and followed-up with individuals to whom business issues were assigned. Reported software bugs and defined requirements for automated processing of data.

Using the task management tool Jira, weekly monthly and special (ad hoc) schedules were managed. Each task contained sub-tasks indicating each step required for successful execution of the task. Each task also included the standard operating procedure detailing how the task was to be preformed.

Managed day-to-day tasks, goals and activities of off-shore operations team in India of nine individuals including team lead. Held regular meetings to identify and mitigate issues. Set deadlines and carefully followed progress. Evaluated team and individual performance during annual review.

Technology Used
Transact or T SQL, Red Gate SQL Compare. Microsoft Office, Visio and Jira.

Dynamic Healthcare Systems
Quality Assurance Manager
11/2006 – 11/2009

Defined requirements, designed solutions using UML modeling tools such as Visio. Created workflows, use cases and formal test cases. Created automated testing scripts using open source solution Jameleon. Used dynamic test data from XML and SQL data sources populated using Red Gate Data Generator. Tested data “layer” using SQL and Red Gate SQL Compare. Managed test schedules for integration and acceptance testing. Conducted limited system and performance testing. Set benchmarks, followed and reported performance declines. Tested and established optimal server configuration settings based on system testing.

Managed team of seven testers in India. Trained team in use of Jameleon and automated script development. Managed schedules, assigned tasks and oversaw quality of work. Evaluated team and individual performance during annual review. Held regular teleconferences with team and team lead identifying and resolving issues. Introduced improvement policies and created large quality assurance document repository.

Technology Used
Transact or T SQL, Jameleon, XML, HTML, UML Red Gate Data Generator, Red Gate SQL Compare. Microsoft Excel and Word.

Self-Employed – Slovenia (Europe)
Software Developer
6/2003 – 9/2006

Took online training in C# application development, Transact or T SQL and SQL server implementation and SQL server management and formal database design. Established and maintained internal servers and network infrastructure. Built and maintained servers and computers.

Developed new online solutions using C# and the .Net platform, designing and developing all three application “tiers” – presentation, logic and data. Customized existing open source content management tools such as Drupal and WordPress for individual clients. Built online e-commerce site using open source Zen Cart platform for startup power drink company. Developed and managed websites and blogs for internal use and clients. Created assets used in applications such as product photos. Customized product photos and other design assets. Deployed solutions via FileZilla and Dreamweaver.

Managed projects, set milestones, deliverables and budgets. Defined requirements, designed solutions using UML modeling tools such as Visio. Calculated and reported “burn-rates” to team. Interfaced with clients giving regular updates and “up selling” services. Used Microsoft Access databases to manage project history.

Technology Used
.Net platform, C#, SQL Server, Windows application server. Drupal, WordPress, Zen Cart, PC hardware and network construction and configuration. PhotoShop, Dreamweaver and FileZilla. Microsoft Excel, Word, Power Point, Visio, Access and Project.

Monarch Healthcare – Irvine (formally Physician’s WebLink)
Systems Analyst and Quality Assurance Manager
9/2001 – 6/2003

Discussed with end users and stakeholders product improvements to online application Practice Connect and various claims management and reporting tools. (Practice Connect automatically approves most primary care physician referrals to specialists, reducing the wait time from 14 days to minutes.) Documented requirements, meeting minutes and tracked and followed-up on action items. Wrote detailed formal requirements creating UML diagrams such as workflows and use cases passing these along to application developers for design and development improvements. Wrote test cases. Organized, managed and was involved in end user acceptance testing. Set up and maintained test servers and test environments. Deployed products to test servers for testing. Documented, tracked and followed up on bug fixes and re-testing. Created and used SQL scripts to confirm test results. Created basic database designs for testing and managing test results. Tracked development progress, timelines and delivery dates. Made system improvement recommendations based on test results.

Technology Used
SQL Server, Microsoft .Net application server and technologies such as ASP.Net. Transact or T SQL, XML and HTML. Analysis modeling tools supporting UML such as Visio. Microsoft Word, Excel, Power Point and Microsoft Project. Regularly attended Microsoft .Net user groups for training and to collect new ideas on how technology could be better used to improve current systems and solutions. Attended formal off-site training in C# application development and the .Net platform.

Creative Planet – Los Angeles
E-Procurement Implementation Manager
7/2000 – 6/2001

Customized Business to Business (B2B) solution Commerce One to use in the procurement of staff and equipment for weekly episodic television (TV) and feature film production. Held focus groups with industry experts such as TV producers, production managers and accountants. Wrote detailed formal requirements creating UML diagrams such as workflows and use cases passing these along to application developers for design and customization. Wrote test cases and managed and was involved in acceptance testing. Created and used SQL scripts to confirm test results. Calculated and tracked project burn rates and managed business analysis projects and timeline and deliverables.

Technology Used
SQL Server, various Microsoft application server platforms and technologies such as ASP. Transact or T SQL and XML. Analysis modeling tools supporting UML such as Visio. Microsoft Word, Excel, Power Point and Microsoft Project. Received onsite training in Commerce One customization and implementation as well as advanced use of Microsoft Project.

Spectria Consulting – Long Beach
Business Analyst
3/2000 – 7/2000

Created online content management system for Homestore.com (now move.com). Created and documented analysis assisting in understanding the benefits of purchasing or building solution. Recommended Interwoven’s Team Site. Attended team site configuration and implementation training in San Jose. Wrote formal requirements creating UML diagrams such as workflows along with basic use cases passing these to application developers for design and customization. Wrote test cases and managed application for acceptance testing. Created and used SQL scripts to confirm test results. Tracked test results using Microsoft Access. Conducted end user training.

Created framework for online music and retail store for startup entertainment company in Newport Beach. Wrote formal requirements creating UML diagrams such as workflows along with basic use cases passing these to application architect for design and development. Created and documented analysis assisting in understanding the benefits of purchasing or building sub-components.

Technology Used
SQL Server, various Microsoft application server platforms and technologies such as ASP. Transact or T SQL, XML and JavaScript. Analysis modeling tools supporting UML such as Visio. Microsoft Word, Excel, Access and Power Point. Interwoven’s content management solution Team Site.

KPMG Consulting – Los Angeles (later Bearing Point Consulting)
Project Administrator
6/1999 – 3/2000

Created online retail store for Western Digital hard disk company. Wrote formal requirements creating UML diagrams such as workflows along with basic use cases passing these to application architect for design and development. Created and documented analysis assisting in understanding the benefits of purchasing or building sub-components. Wrote test cases and managed application for acceptance testing. Created and used SQL scripts to confirm test results. Assisted in creating budgets, deadlines, deliverables and “burn rates”. Managed overall project schedule using Microsoft Project.

Created profit sharing application for Port of Los Angeles at Long Beach. Wrote formal requirements creating UML diagrams such as workflows along with basic use cases passing these to application architect for design and development. Created and documented analysis assisting in understanding the benefits of purchasing or building sub-components. Wrote test cases for final user acceptance testing. Assisted in creating budgets, deadlines and deliverables and “burn rates”.

Created online wholesale store and account management application for multi-level marking company Sunrider International. Wrote formal requirements creating UML diagrams such as workflows along with basic use cases passing these to application architect for design and development. Obtained corporate sign-off of requirements. Wrote test cases and managed application testing working with select group of endusers for acceptance testing. Designed and wrote end user manual.

Technology Used
SQL Server, various Microsoft application server platforms and technologies such as ASP. Transact or T SQL, XML, HTML and JavaScript. Analysis modeling tools supporting UML such as Visio. Microsoft Word, Excel, Access, Power Point and Microsoft Project.

Bethany International – Germany & Slovenia (non-profit work)
Regional Director of Operations in Slovenia
1984 – 1999

Managed all activities of the organization in Slovenia. Advised international non-profit organizations in the challenges facing the country. Conducted three year survey following the evolution in attitudes of university students toward economic and political reform. Designed program bringing post high-school and university level students to Slovenia. This program formed friendships between international and Slovenian students introducing Slovenian students to democracy and free enterprise through informal personal exchange of ideas. Created discussion groups. Prepared and managed music concerts and musical tours; including scheduling and budgeting and organizing transportation housing and meals. Raised funding for activities through lecture tours in Germany. Obtained permits and signing contracts for venues. Recruited, managed and trained international staff.

Tracked and reported survey results. Managed publication distribution lists in three languages for reports and newsletters. Designed, created and distributed newsletters, reports, essays, brochures and other materials in Slovenian, German and English. Created English language web site informing of organization’s activities in Slovenia.

Regional Director of Operations in Germany
Managed all activities of the organization in Germany focusing on the city of Cologne. Assisted in forming an alliance between non-profit organizations negotiating the terms and purpose of the cooperation. Conducted extensive three year research project in discovering the major sub-cultural groups which could benefit from the cooperative activities of the alliance. Recommended plans of action leveraging the strength of the alliance to assist individual sub-cultural groups. Managed music concerts. This included obtaining permits, scheduling, budgeting and organizing transportation, housing and meals. Lectured at invitation of individual non-profit groups. Published and distributed regular newsletters, reports and essays in German and English.

Technology Used
Personal computers using Microsoft DOS and later Windows. Used spreadsheet programs such as Words and Figures, presentation tools such as Harvard Graphics and Microsoft Word. Later used Excel, Access and Power Point. Taking online course, learned HTML, Dreamweaver and Photoshop. Built own personal computers.

Youth With a Mission – Germany (non-profit work)
Training Director
1977 – 1984

Managed the activities of five month training program. Responsibilities included creating curriculum, program schedule, post training program evaluation, selecting and training staff, setting budgets, selecting program participants and finding lecturers. Program included three months of lectures and two months involvement in supporting organizations in Southern Europe or the Middle East. Established relationship with organizations in these regions which could be trusted and required assistance.

Regional Director of Northern Germany Operations
Oversaw all activities of the organization covering such cities as Berlin (East and West) Hamburg, Bremen, Hanover and Bielefeld. This also included Eastern Germany cities such as Magdeburg and Rostock. Supported other non-profit organizations managed by the Catholic and Lutheran churches and non-state managed organizations such as various Baptist and Pentecostal alliances. Participated in and lectured at youth congresses, held seminars. Prepared and managed music concerts and musical tours including creating schedules and budgets and organizing transportation housing and meals. Also included obtaining permits, signing contracts for venues and managing ticket sales. Recruited, managed and trained local staff.

Managed Multi-Media Department
Introduced new structures and technology enabling immediate duplication of lectures. Customers bought and receive taped copies of seminar lectures within minutes of the lecture’s end. Established inventory system and developed catalog mail order process fulfilling orders within 24 hours of the order’s arrival. Increased gross revenue of the department by 200% within 12 months.

Technology Used
Telephone, telefax, basic recording and editing equipment for tape and cassette reproduction and TEXEX cassette copiers for rapid tape duplication.

Education
Bethany College – Bloomington, Minnesota
Degree – Bachelors of Arts 1977
Major – Cross Cultural Communications and Theology
Additional postgraduate training – Retail Management (bookstore management), Team Management and Ethnographic Surveying.

Foreign Languages
German
Slovenian

Contact me at [email protected]

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